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ROBERT STEPHEN CAPITAL MANAGEMENT LLC

TULSA, OK · CRD 118588 · IAPD ↗ · robertstephen.net · 918-481-6262

$219.1MRegulatory AUM
3Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2024 — ROBERT STEPHEN CAPITAL MANAGEMENT LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.